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2026-03-07 21:39 UTC
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semiconductor industry

28 articles

The Burn and the Choke: Why Semiconductor Controls Will Outlast China’s Rare Earth Weapon
In 2025, tensions escalated between the US and China from tariff disputes to strategic competition over semiconductors. The Biden administration tightened semiconductor export controls, affecting Chin...
China’s SMIC expects flat revenue as drop in low-end orders offsets AI chip growth
Semiconductor Manufacturing International Corp (SMIC), China's largest contract chipmaker, reported Tuesday that despite a 16.2% increase in revenue to $9.3 billion and a 39% rise in net profit to $68...
Broadcom Inc. $AVGO Shares Sold by Cornerstone Investment Partners LLC
Cornerstone Investment Partners LLC reduced its holdings in Broadcom Inc. (NASDAQ:AVGO) by 23.4% during the third quarter. The firm sold 114,435 shares, leaving it with a total of 375,409 shares or ab...
China’s Wingtech faces setback as Dutch court keeps Nexperia CEO suspended, orders probe
A Netherlands court has upheld the suspension of Zhang Xuezheng, the former CEO of Dutch semiconductor maker Nexperia, and ordered an investigation into company governance issues. This ruling marks an...
Hua Hong says memory shortage ‘positive’ for pricing as it reports record quarterly sales
Chinese semiconductor company Hua Hong reports record sales amidst global memory shortages, viewing this situation positively due to increased pricing power on logic chips. Chairman Bai Peng noted dur...
a16z Perennial Management L.P. Invests $21.13 Million in Broadcom Inc. $AVGO
In the third quarter, a16z Perennial Management L.P. purchased 64,048 shares of Broadcom Inc., valued at approximately $21.13 million. This investment by the institutional investor marks its new posit...
Micron Technology, Inc. $MU Shares Purchased by Atria Investments Inc
In the third quarter, Atria Investments Inc. increased its holdings of Micron Technology (MU) by 26%, adding an additional 5,268 shares to reach a total ownership of 25,506 shares....
Caisse Des Depots ET Consignations Sells 3,497 Shares of Lam Research Corporation $LRCX
Caisse des Dépôts et Consignations reduced its holdings in Lam Research Corp (NASDAQ:LRCX) by 5.3% during the third quarter through a sale of shares as reported in their latest SEC filing. After this ...
Assetmark Inc. Buys 24,187 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Assetmark Inc increased its shareholding in Taiwan Semiconductor Manufacturing Company Ltd (TSM) by 5%, purchasing an additional 24,187 shares in the third quarter. Assetmark now holds a total of 512,...
ON Semiconductor (NASDAQ:ON) Given Neutral Rating at Cantor Fitzgerald
Cantor Fitzgerald has maintained their neutral rating on ON Semiconductor's stock with a price target of $60.00 per share. The report was released recently and several other research firms have also c...
JPMorgan Chase & Co. Issues Positive Forecast for Amkor Technology (NASDAQ:AMKR) Stock Price
JPMorgan Chase has raised its price target on Amkor Technology (NASDAQ:AMKR) from $32.00 to $65.00, according to a research note issued to investors, and maintained an overweight rating for the semico...
Edgemoor Investment Advisors Inc. Buys New Holdings in Micron Technology, Inc. $MU
Edgemoor Investment Advisors Inc. has acquired a new stake in Micron Technology during the third quarter of 2023. The company reported this acquisition to the SEC, detailing that they have purchased 1...
Johnson Investment Counsel Inc. Has $105.60 Million Stock Holdings in Analog Devices, Inc. $ADI
Johnson Investment Counsel Inc. has increased its stakes in Analog Devices Inc.'s stock by 0.5% during the third quarter, as reported in a recent SEC filing. The investment now stands at 429,780 share...
AlphaQuest LLC Invests $593,000 in Microchip Technology Incorporated $MCHP
AlphaQuest LLC has purchased 9,227 shares of Microchip Technology Incorporated valued at approximately $593,000 in the third quarter of this year. This information was disclosed through a Form 13F fil...
Cookson Peirce & Co. Inc. Acquires Shares of 10,000 Lattice Semiconductor Corporation $LSCC
Cookson Peirce & Co. Inc. has purchased 10,000 shares of Lattice Semiconductor Corporation (NASDAQ: LSCC) in the third quarter, as reported in their most recent SEC filing. The value of this purchase ...
781 Shares in Monolithic Power Systems, Inc. $MPWR Purchased by Drake & Associates LLC
Drake & Associates LLC has recently acquired shares worth approximately $781,000 in Monolithic Power Systems, Inc., a semiconductor company listed on NASDAQ under the ticker 'MPWR'. This acquisition i...
CENTRAL TRUST Co Has $149.65 Million Stock Position in Broadcom Inc. $AVGO
CENTRAL TRUST Co reduced its ownership of Broadcom Inc.'s shares by 3.1% during the third quarter, selling 14,626 shares, leading to a new total holding of 453,598 shares valued at around $149.65 mill...
VanEck Semiconductor ETF $SMH Shares Sold by Ameritas Advisory Services LLC
Ameritas Advisory Services LLC has reduced its investment in VanEck Semiconductor ETF (SMH) by selling 10,801 shares during the third quarter. As a result of this sale, they now hold 4,415 shares....
Caprock Group LLC Buys Shares of 35,814 Advanced Micro Devices, Inc. $AMD
Caprock Group LLC acquired a new position in Advanced Micro Devices (NASDAQ: AMD) during the third quarter as disclosed to the Securities and Exchange Commission. They purchased 35,814 shares worth ab...
Eubel Brady & Suttman Asset Management Inc. Makes New $426,000 Investment in Texas Instruments Incorporated $TXN
Eubel Brady & Suttman Asset Management Inc. has reported a new investment of $426,000 in Texas Instruments Incorporated during the third quarter through acquiring 2,320 shares. This information was di...
Micron Technology, Inc. $MU Shares Sold by Caisse Des Depots ET Consignations
Caisse des Dépôts et Consignations reduced its holdings of Micron Technology stock (NASDAQ:MU) by 91.4% in the third quarter, selling 98,052 shares and holding only 9,239 shares after this transaction...
Caprock Group LLC Buys Shares of 17,264 Analog Devices, Inc. $ADI
During the third quarter, Caprock Group LLC purchased 17,264 shares of Analog Devices, Inc., valued at about $4.3 million, marking a new stake in the semiconductor company....
Ledyard National Bank Sells 4,345 Shares of Broadcom Inc. $AVGO
Ledyard National Bank reduced its holdings in Broadcom Inc. by 3.1% in the third quarter, selling 4,345 shares and owning 136,567 shares post-sale, which represents approximately 4% of their portfolio...
Lam Research Corporation $LRCX Shares Sold by Katamaran Capital LLP
Katamaran Capital LLP reduced its shareholding in Lam Research Corporation (NASDAQ: LRCX) during the third quarter of 2023, according to a recent SEC filing. The firm sold 20,665 shares, lowering its ...
Broadcom Inc. $AVGO Shares Sold by Valley Wealth Managers Inc.
Valley Wealth Managers Inc. decreased its Broadcom Inc. (NASDAQ: AVGO) holdings by 2.7% in the third quarter of the year. Following this reduction, the firm owns 138,839 shares of Broadcom's stock....
Knights of Columbus Asset Advisors LLC Increases Stake in Broadcom Inc. $AVGO
In the 3rd quarter, Knights of Columbus Asset Advisors LLC increased its stake in Broadcom Inc by 25.7% through an additional purchase of 21,282 shares, resulting in a total holding of 104,213 shares....
Atlas Private Wealth Advisors Sells 3,430 Shares of Broadcom Inc. $AVGO
Atlas Private Wealth Advisors decreased its holdings in Broadcom Inc. by selling 3,430 shares during the third quarter, leaving it with a total of 2,447 shares as per SEC disclosures....
GK Wealth Management LLC Buys New Shares in Micron Technology, Inc. $MU
GK Wealth Management LLC bought 2,661 shares of Micron Technology, Inc., with a total value of approximately $445,000, during the third quarter. The acquisition was reported through the latest 13F fil...